Feb 19, 2026 - InferenceX (Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos)

InferenceX, formerly InferenceMAX: https://inferencex.com/

Article (latest): https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs

GitHub https://github.com/SemiAnalysisAI/InferenceX

Article (original) https://newsletter.semianalysis.com/p/inferencemax-open-source-inference

00:00 Introduction to InferenceX

02:52 Evolution from InferenceMAX to InferenceX

06:06 Benchmarking and Performance Insights

08:43 The Scale of Benchmarking Work

11:39 Collaboration with AMD and Nvidia

14:52 The Evolution of Inference Benchmarking

17:34 Optimizations and Their Impact

20:47 Challenges in Composability

23:51 Multi-Token Prediction Explained

26:52 Cost Implications of Optimizations

31:06 Understanding Inference Workloads and Benchmarks

33:44 Future Plans for Inference Optimization

37:16 Roadmap for New Models and Data Sets

39:03 Challenges in Benchmarking Multi-Turn and Multi-Modal Data

42:44 Experiences with AI Models and Their Limitations

48:43 Skepticism About Future AI Improvements